Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$255K Buy
2025
Q1
$241K Sell
2024
Q4
$314K Buy
2024
Q3
$156K Buy
2024
Q2
$0 Sell
2024
Q1
$132K Sell
2023
Q4
$262K Buy
2023
Q3
$153K Buy
2023
Q2
$174K Buy
2023
Q1
$39K Buy